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Find The Best Financial Advisors in Charlotte, North Carolina

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Charlotte is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Charlotte & pick the one as per your needs

How To Find The Best Financial Advisors in Charlotte, North Carolina
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Charlotte, North Carolina, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Charlotte, North Carolina, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Charlotte, North Carolina have an average of 17 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Charlotte, North Carolina

Tony Montanari

ACM Wealth Management

877-707-5429

Address

1927 S. Tryon Street,
Suite 205,
Charlotte, NC 28203 See Details

Granville Washington

Merrill Lynch

980-384-8247

Address

620 South Tryon Street,
Charlotte, NC 28213 See Details

Top Financial Advisor Firms in Charlotte, North Carolina (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
ALLSPRING GLOBAL INVESTMENTS, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	104973	$367,167,074,976	4060	A Percentage of AUM, Fixed Fees, Commission Based, Performance Based
BARINGS LLC 300 S. Tryon Street, Suite 2500 Charlotte, NC, 28202	106006	$273,040,118,322	333	A Percentage of AUM, Fixed Fees, Performance Based
ALLSPRING FUNDS MANAGEMENT, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	110841	$235,232,798,890	7030	A Percentage of AUM, Performance Based
STERLING CAPITAL MANAGEMENT LLC 4350 Congress Street, Suite 1000 Charlotte, NC, 28209	135405	$62,841,626,948	3390	A Percentage of AUM, Fixed Fees, Performance Based
WELLS FARGO INVESTMENT INSTITUTE, INC. 550 South Tryon Street, 40th Floor Charlotte, NC, 28202	133204	$38,123,578,794	24240	A Percentage of AUM, Fixed Fees
ALIGHT FINANCIAL ADVISORS, LLC 4828 Parkway Plaza Blvd, Suite 100 Charlotte, NC, 28217	158744	$30,803,228,222	238735	A Percentage of AUM, Fixed Fees, Other (SET-UP FEES AND RELATED SERVICES)
ALUMINA INVESTMENT MANAGEMENT 6302 Fairview Road, Suite 520 Charlotte, NC, 28210	164273	$10,797,568,445	2	Fixed Fees, Other (FEE DETERMINED AS A % OF CLIENT TOTAL CAPITAL)
GLOBAL ENDOWMENT MANAGEMENT, LP 224 W Tremont Avenue, Charlotte, NC, 28203	157772	$10,580,525,716	30	A Percentage of AUM, Fixed Fees, Performance Based
INDEPENDENT ADVISOR ALLIANCE, LLC 11215 N. Community House Rd., Ste. 775 Charlotte, NC, 28277	168267	$10,095,700,130	47432	A Percentage of AUM, Hourly charges, Fixed Fees
RIDGEMONT PARTNERS MANAGEMENT, LLC 101 S. Tryon Street, Suite 3400 Charlotte, NC, 28280	157421	$9,676,520,191	29	A Percentage of AUM, Fixed Fees, Performance Based
ADHESION WEALTH ADVISOR SOLUTIONS 5925 Carnegie Blvd, Suite 500 Charlotte, NC, 28209	143593	$8,342,573,056	34153	A Percentage of AUM
WEDGE CAPITAL MANAGEMENT LLP 301 South College Street, #3800 Charlotte, NC, 28202-6002	106234	$7,930,000,000	246	A Percentage of AUM
ASANA PARTNERS, LP 1616 Camden Road, Suite 210 Charlotte, NC, 28203	284477	$6,904,879,783	7	A Percentage of AUM, Performance Based
HORIZON INVESTMENTS LLC 6210 Ardrey Kell Road, Ste 300 Charlotte, NC, 28277	109552	$3,816,815,479	3414	A Percentage of AUM, Fixed Fees
PAMLICO CAPITAL 150 N. College Street, Suite 2400 Charlotte, NC, 28202-2397	157532	$3,424,690,531	6	A Percentage of AUM, Performance Based

Select other cities around Charlotte, North Carolina to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in Charlotte, North Carolina

How To Find The Best Financial Advisors in Charlotte, North CarolinaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Charlotte, North Carolina

Tony Montanari

ACM Wealth Management

Address

Granville Washington

Merrill Lynch

Address

Top Financial Advisor Firms in Charlotte, North Carolina (Ranked by AUM)

Select other cities around Charlotte, North Carolina to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Charlotte, North Carolina
Last Updated - 13-Jun-2023

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